Jonathan Christopher Rugg

Current Employers

Employment History

• 08/2016 → 12/2024
  Charlesworth & Rugg, Inc. (Dba Highline Wealth Partners)
  Sherman Oaks, CA
• 11/2024 → Present
  Highline Asset Management
  Sherman Oaks, CA
• 12/2024 → Present
  Highline Wealth Partners, Llc (Fka Charlesworth & Rugg, Inc.)
  Sherman Oaks, CA

Previous Registrations

• 2011-03-16 → 2016-09-14
  Charlesworth & Rugg Inc
  Woodland Hills, CA

Other Businesses

(1) Jonathan Rugg, CFA, is a co-founder and CEO of a separate financial industry services-related business named Altirr Inc. since Jan. 2021. Altirr is a SaaS alternative investment analysis, tracking, and reporting technology tool that is intended to benefit Highline as well as financial advisors in general. Mr. Rugg is responsible for helping build the analytics, lead the sales effort, and is involved in the overall strategy for the business. Mr. Rugg is not currently compensated for this other business. There is no "address" for this business at this time. Mr. Rugg devotes approximately 20 hours per month to this business, none during normal trading hours. This business is not investment related. (2) Since 12/1/2016 - present, Mr. Rugg has been a partner of a real estate investment, which consists of an apartment building under the business name of Norton Avenue Apartments LLC, located at 7959 Norton Avenue, West Hollywood, CA 90046. In addition to being an investor in the property, Mr. Rugg oversees the property managers of a 4 unit multi-family building, makes decisions on new tenants, maintenance projects greater than $500, and other major decision-making. Mr. Rugg receives approximately $3,000 per year from this investment property. He devotes approximately 1 hour per month, none during normal trading hours. (3) Since 2/1/19 - present, Mr. Rugg, as co-founder and investor, has been involved with a lead generation business called "MyWealthness LLC" for Highline financial advisers, to build tools for lead generation as well as help with KYC and AML regulations. Mr. Rugg receives no compensation, and the business is not yet active and is not investment-related. The business is located in Reno, NV. Currently, Mr. Rugg devotes zero hours to this business. (4) 11/2024 - Present; Mr. Rugg is the Founder, President and CCO of Highline Asset Management, a private fund manager under application with the SEC. Highline Asset Management will be an affiliated adviser to Highline Wealth Partners, but will serve completely different clientele. It is investment related. Same address in Sherman Oaks, CA as HWP. Devotes approx. 10-20 hrs. per week during normal business hours. (5) 11/2024 - Present; Mr. Rugg is the CEO of Highline Real Estate Partners LLC, a manager to real estate activities performed by Mr. Rugg. Only investment is real estate, not securities. Devotes 10 hrs. per month during normal business hours. 10298 Morning Song Trail, Reno, NV 89511. (6) 7/2024 - Present; Mr. Rugg is the CEO of Highline Holdings, Inc., the parent and holding company for Highline Wealth Partners, Highline Asset Management, and Highline Real Estate Partners. Highline Holdings may also participate in independent business consulting projects. Not investment related. Approx. 10 hours per month devoted during normal business hours. Business is operated from the Highline corporate office in Sherman Oaks, CA. (7) 6/2024 - Present; Mr. Rugg is the CEO and manager of Highline Ventures 1 LLC, an entity which makes private equity investments. Investment related. Highline Ventures received compensation in the form of management fees from private equity investments. Operated from 10298 Morning Song Trail, Reno, NV 89511. Mr. Rugg devotes approx. 10 hrs. per month during normal business hours.

Designations

Other Names

• Jon Rugg
• Jonathan Rugg